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OneDigital Investment Advisors’s SiriusXM SIRI Stock Holding History

OneDigital Investment Advisors’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,898
Closed -$53.7K – 1462
2024
Q2 		$53.7K Buy
1,898
+448
+31% +$13.4K ﹤0.01% 1339
2024
Q1 		$56.3K Buy
1,450
+194
+15% +$9.22K ﹤0.01% 1066
2023
Q4 		$68.7K Buy
1,256
+89
+8% +$4.28K ﹤0.01% 1082
2023
Q3 		$52.8K Sell
1,167
-553
-32% -$25.7K ﹤0.01% 967
2023
Q2 		$77.9K Buy
1,720
+3
+0.2% +$113 ﹤0.01% 983
2023
Q1 		$68.1K Sell
1,717
-10
-0.6% -$479 ﹤0.01% 944
2022
Q4 		$101K Buy
1,727
+520
+43% +$32K ﹤0.01% 796
2022
Q3 		$69K Buy
+1,207
New +$75.9K ﹤0.01% 734
2019
Q3 		– Sell
-33
Closed -$2K – 1052
2019
Q2 		$2K Hold
33
– – ﹤0.01% 1137
2019
Q1 		$2K Hold
33
– – ﹤0.01% 1066
2018
Q4 		$2K Buy
+33
New +$2.01K ﹤0.01% 1040
2018
Q3 		– Sell
-33
Closed -$2K – 1191
2018
Q2 		$2K Buy
33
+23
+230% +$1.55K ﹤0.01% 1263
2018
Q1 		$1K Hold
10
– – ﹤0.01% 1298
2017
Q4 		$1K Hold
10
– – ﹤0.01% 1214
2017
Q3 		$1K Sell
10
-200
-95% -$11.1K ﹤0.01% 1013
2017
Q2 		$12K Buy
+210
New +$10.7K ﹤0.01% 905

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

OneDigital Investment Advisors's SIRI Position: Q3 2024 in Review

OneDigital Investment Advisors sold out of SiriusXM (SIRI) in Q3 2024, closing a stake of 1,898 shares — an estimated $53.7K sold.

OneDigital Investment Advisors first reported a position in SIRI in Q2 2017 and held it in 16 quarters. The position peaked at $101K in Q4 2022. 509 funds tracked by Wall St. Rank hold SIRI as of Q3 2024.

  • OneDigital Investment Advisors reported no remaining SiriusXM position as of Q3 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,898 SiriusXM shares in Q3 2024, an estimated $53.7K.
  • OneDigital Investment Advisors first reported a position in SiriusXM in Q2 2017 and held it in 16 quarters.
  • OneDigital Investment Advisors's SiriusXM position peaked at $101K in Q4 2022.
  • 509 funds tracked by Wall St. Rank held SiriusXM as of Q3 2024.

Based on OneDigital Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.